Tom Smith Email & Phone Number
Chief Growth Officer @ DPL Financial Partners
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Tom Smith Location
- Atlanta, GA, US
Tom Smith Work
- 2021 -now Chief Growth Officer @
- 2015 -2021 Executive Director - Head of Global Firm Relations @
- 2013 -2015 Vice President – National Sales Director, Retirement and Investor Services @
- 2007 -2013 Regional Vice President, Retirement and Investor Services @
- 2002 -2007 Sales Vice President, PFG Atlanta @
- 1998 -2002 Sales Vice President, PFG Seattle @
Tom Smith Education
- James Madison University
Bachelor's degree in Marketing (Marketing/Marketing Management, General)
1982-1986
Tom Smith Skills
- Retirement Planning
- Retirement
- Series 7
- 401k
- Mutual Funds
- Series 63
- Fixed Annuities
- Series 6
- Investments
- Insurance
- Asset Allocation
- Wealth Management
- Life Insurance
- IRAs
- Disability Insurance
- Securities
- Strategic Financial Planning
- Investment Advisory
- Long-term Care
- Variable Annuities
- Deferred Contributions Plans
- Strategic Planning
- Annuities Fixed and Variable
- Pension Plans
- Public Speaking
- Customer Service
- 401 K
- Sep and Simple Ira's
- Buy Sell Reviews
- Long Term Care
- Wealth Accumulation
- Business Continuation Strategies
- Buy Sell Agreements
- Disability Income Insurance
- Business Overhead Expense
- Income Protection
- Universal Life Insurance
- Key Person Insurance
- Iras Traditional and Roth
- Term Life Insurance
- Executive Benefits Strategies
- Long Term Care Insurance
- 403 b
- Business Strategy
- Estate Planning
- College Funding Strategies
- Tax Deferred Savings
- Informal Business Valuation
- Annuities
Tom Smith Summary
- Tom Smith, based in Atlanta, GA, US, is currently a Chief Growth Officer at DPL Financial Partners. Tom Smith brings experience from previous roles at Principal Financial Group. Tom Smith holds a 1982 - 1986 Bachelor's degree in Marketing in Marketing/Marketing Management, General @ James Madison University. With a robust skill set that includes Retirement Planning, Retirement, Series 7, 401k, Mutual Funds and more. Tom Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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Top DPL Financial Partners Employees
Jonathan Barth
VP, Member Success
Louisville, KY, US
John Barkeley
Chief Financial Officer
Louisville, KY, US
Erik George
Chief Data Officer
Louisville, KY, US
Chad Smedley
VP of Engineering
Louisville, KY, US
Cody Williams
Director, Product
Louisville, KY, US
Jennifer Foss
Vice President Project Management
Dillon, CO, US
Tom Smith
Chief Growth Officer
Atlanta, GA, US
Todd Nuckols
Chief Technology Officer
Roswell, GA, US
Ted Glickman
Director of Content
Kansas City, MO, US
Sam Johnson
Vice President Business Development
Louisville, KY, US
Amy Arnett
Vice President of Insurance Solutions
Crestwood, KY, US
Troy Williams
Director, Transitions and Project Management
Louisville, KY, US
Chris Lau
Chief Distribution Officer
Washington, DC, US
Heather Rosato
Chief Marketing Officer
Washington, DC, US
Patrick Perry
Regional Vice President, Enterprise
Chicago, IL, US
Steve Werrlein
Executive Vice President Business Development
Virginia, United States
Brad Mendenhall
Executive Vice President, Insurance Solutions
Indianapolis, IN, US
David Lau
CEO and Founder
Louisville, KY, US
Kameron McRay
Vice President Strategic Partnerships
Louisville, KY, US
Tom McCarthy
Chief Distribution Officer
Austin, TX, US
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